Institutional Ownership Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI). We have compiled data on the 711 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
16,111,223
shares
|
$598 Million
0.73% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
11,081,931
shares
|
$411 Million
5.61% of portfolio
|
Q3 2025
Added 91.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
9,951,060
shares
|
$369 Million
0.11% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
8,178,938
shares
|
$303 Million
0.02% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,048,126
shares
|
$299 Million
1.96% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
6,696,421
shares
|
$248 Million
26.25% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,896,228
shares
|
$219 Million
2.49% of portfolio
|
Q3 2025
Added 2963.55%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
5,709,320
shares
|
$212 Million
18.44% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,691,838
shares
|
$211 Million
0.03% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,827,044
shares
|
$179 Million
0.03% of portfolio
|
Q2 2025
Added 19.31%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,881,689
shares
|
$144 Million
0.02% of portfolio
|
Q3 2025
Added 17.22%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
3,779,194
shares
|
$140 Million
8.47% of portfolio
|
Q3 2025
Added 34.77%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
3,593,322
shares
|
$133 Million
16.07% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,544,648
shares
|
$131 Million
0.17% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,980,742
shares
|
$111 Million
1.79% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,960,779
shares
|
$110 Million
0.03% of portfolio
|
Q3 2025
Added 38.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
2,663,857
shares
|
$98.8 Million
1.08% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,629,560
shares
|
$97.5 Million
1.29% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
2,616,558
shares
|
$97 Million
3.38% of portfolio
|
Q3 2025
Added 149.23%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,528,404
shares
|
$93.8 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,467,317
shares
|
$91.5 Million
0.11% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
2,373,033
shares
|
$88 Million
1.75% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
2,335,916
shares
|
$86.6 Million
1.03% of portfolio
|
Q3 2025
Added 19.96%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,191,171
shares
|
$81.3 Million
12.21% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,165,300
shares
|
$80.3 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.8%
|
|